Client-Focused Financial Advisor

Fidelity Investments Inc.; Stamford (CT); On-site; USD 70,000 - 120,000; Full time

Job summary

Fidelity Investments is seeking a client-focused advisor to engage with investors in person, offering mentorship and tailored financial planning. You will work within an open architecture platform, leveraging a strong client base and firm resources to expand relationships and assets over time.

The role emphasizes building trust, presenting sophisticated investment options, and delivering outstanding service.

Qualifications

• Proven ability to build relationships, uncover needs and recommend solutions.
• FINRA Series 7 & 66 licensed or ability to acquire Series 66 on hire.
• Relevant degree or certifications are helpful; Tuition Reimbursement may assist in obtaining CFP/degree.
• Ability to present complex strategies to a knowledgeable client base with credibility.
• Client-centered discussions and introduction of investment strategies are expected.

Responsibilities

• Engage face-to-face with clients to mentor and provide personalized planning.
• Operate within Fidelity's open architecture platform to expand client relationships.
• Partner with teams to leverage resources and support for clients.

Skills

Relationship building

Presenting complex solutions

Coachable & collaborative

Customer experience

Results-driven

Investment solutions knowledge

Education

Degree or CFP helpful

Tools

FINRA Series 7/66 licenses

Job description

Fidelity Investments is seeking a client-focused advisor to engage with investors in person, offering mentorship and tailored financial planning. You will work within an open architecture platform, leveraging a strong client base and firm resources to expand relationships and assets over time.

The role emphasizes building trust, presenting sophisticated investment options, and delivering outstanding service.